Technology Financial Analyst / PMO Portfolio Analyst

Innovate here. And see your ideas come to life.

It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. **

Job Overview**

Position Schedule: Full-Time **

Team Overview**

The Portfolio Analyst will join the Digital Planning & Insights area to support the IT Financial Planning & Analysis function which consists of a dynamic, distributed team of techno-functional professionals across Finance and Digital Divisions.

This position will require you to interact and collaborate with multiple levels of leadership from Technology functional areas and coordinate with Finance leadership and other members of the Finance team to evolve our system and processes for Technology Business Management. This position operates in a rapidly changing environment and requires a self-starter with excellent time management and adaptability. The candidate should also demonstrate strong analytical and problem-solving skills with attention to reporting accuracy and detail. **

What You'll Do**

• Support core technology & financial processes for the organization including Annual Expense Planning and Lean Portfolio Management.
• Inform other Technology business areas as to the financial impact of potential business decisions they are responsible for making.
• Prepare, summarize, and present digital financial reports and analysis. Identify trends and present recommendations to Senior Leadership to influence decision making.
• Contributes to Agile Transformation Agenda. Includes ability to operate in ambiguous situations, create process enhancements that address short term needs while moving us closer to long-term vision.
• Collaborate with Technology business partners to ensure accurate and timely forecast submissions.
• Manage the preparation of budget reports and analyses for presentation to Leadership during the budget review and approval process.
• Prepare, track and report burn rate against budget to Technology Leadership
• Contribute to the process that evaluates IT products, services and vendors to determine improvement or replacement.
• Proactively identify high risk issues and assist in implementing solutions.
• Support system design, documentation, testing, and implementation to ensure functional business area requirements are met.
• Analyze, document, and monitor business processes. Identify and implement process and control improvements where needed.
• Perform financial modeling as assigned.
• Participate as needed with overall PMO support activities which may include planning, scoping, analysis, presentation, and coordinating financial approvals. This includes leading financial analyses, ROI and investment analysis for Technology portfolio.
• Maintain full compliance with financial controls and SOX reporting requirements.

Benefits

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $78795

Hiring Maximum: $134163 **

Skills/Requirements**

Qualifications: **

What Experience You'll Need**

• Bachelor's degree in Finance, Accounting, Economics, Business, Engineering and/or similar discipline with analytical bias. CPA or MBA highly valued.
• 4+ years of relevant work experience in technology business management, finance, accounting or related field is preferred.
• Proven analytical, planning, and organizational skills with an ability to manage competing demands.
• Proven knowledge and understanding of business needs with the ability to establish/maintain high level of trust and confidence.
• Superior proficiency with Excel & complex financial modeling required (macros, index, conditional list, arrays, pivots, lookups).
• Strong proficiency in PowerPoint and experience in developing executive materials with high-level of attention to detail and accuracy.

What Could Set You Apart

• Self-starter with the ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced and ambiguous environment
• Strong interpersonal, excellent verbal and written communication skills
• Strong project management skills including the ability to manage priorities and workflow
• Exposure to Technology Business Management (TBM) taxonomy, PeopleSoft Financials, Apptio and/or Tableau is a plus

Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday"

Awards & Accolades**

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
  • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
  • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

About Us

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.